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European Investor 22 Oct 2025, 19:37
Amphenol Corporation (NYSE: APH) reported record third-quarter 2025 results, highlighted by sales of $6.2 billion, an increase of 53% year over year (41% organically), and GAAP diluted EPS of $0.97, up 102% from 2024. Adjusted diluted EPS rose 86% to $0.93, while both GAAP and adjusted operating margins reached a record 27.5%.

The company generated $1.5 billion in operating cash flow and $1.2 billion in free cash flow, reflecting robust profitability and cash generation.
During the quarter, Amphenol completed its acquisition of Rochester Sensors, a Dallas-based maker of industrial liquid level sensors with approximately $100 million in annual sales. The company also repurchased 1.4 million shares for $153 million and paid $201 million in dividends, returning $354 million to shareholders.

Amphenol’s CEO R. Adam Norwitt praised the strong performance, driven by exceptional growth in the IT datacom market and consistent execution across end markets.

Additionally, the Board of Directors approved a 52% dividend increase to $0.25 per share, payable January 7, 2026, to shareholders of record as of December 16, 2025.

The company reaffirmed its commitment to continued growth through diversified markets, innovation, and an active acquisition strategy, with pending deals for Trexon (expected Q4 2025) and the CCS business from CommScope (expected Q1 2026).

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